BJ's Wholesale Club Holdings, Inc. (NYSE:BJ) Stock Rated "Moderate Buy" by Wall Street Brokerages

Key Points

• Wall Street maintains a “Moderate Buy” consensus on BJ’s Wholesale Club, with 10 buy ratings, one strong-buy, eight holds, and one sell among 20 analysts. The average 12-month price target is $106.06.
• BJ’s latest quarterly results exceeded expectations, with EPS of $1.36 versus the $1.17 estimate and revenue of $6.23 billion, up 15.7% year over year. Management provided fiscal 2026 EPS guidance of $4.60–$4.80.
• The stock opened at $110.87, near its 52-week high of $110.94, while institutional investors own 98.6% of outstanding shares. Insiders sold roughly $22.2 million of stock over the past 90 days.

Shares of BJ's Wholesale Club Holdings, Inc. (NYSE:BJ - Get Free Report) have received a consensus rating of "Moderate Buy" from the twenty brokerages that are covering the stock, MarketBeat reports. One equities research analyst has rated the stock with a sell rating, eight have given a hold rating, ten have assigned a buy rating and one has assigned a strong buy rating to the company. The average 1-year price objective among brokers that have updated their coverage on the stock in the last year is $106.06.

A number of research analysts have issued reports on the company. TD Cowen initiated coverage on BJ's Wholesale Club in a research report on Friday. They set a "strong-buy" rating for the company. Gordon Haskett raised BJ's Wholesale Club from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a report on Wednesday, July 29th. William Blair lowered BJ's Wholesale Club from a "mixed" rating to a "hold" rating in a report on Monday, August 17th. Deutsche Bank Aktiengesellschaft restated a "hold" rating on shares of BJ's Wholesale Club in a research note on Friday, August 14th. Finally, Citigroup upped their price objective on shares of BJ's Wholesale Club from $100.00 to $111.00 and gave the stock a "buy" rating in a report on Monday, August 24th.

BJ's Wholesale Club Price Performance

Shares of NYSE:BJ opened at $110.87 on Tuesday. The firm's 50 day moving average is $96.77 and its two-hundred day moving average is $94.59. The firm has a market capitalization of $14.01 billion, a P/E ratio of 24.26, a PEG ratio of 3.04 and a beta of 0.17. The company has a current ratio of 0.73, a quick ratio of 0.19 and a debt-to-equity ratio of 0.18. BJ's Wholesale Club has a 52 week low of $83.21 and a 52 week high of $110.94.

BJ's Wholesale Club (NYSE:BJ - Get Free Report) last issued its quarterly earnings data on Friday, August 21st. The company reported $1.36 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.17 by $0.19. BJ's Wholesale Club had a return on equity of 27.40% and a net margin of 2.62%. The business had revenue of $6.23 billion during the quarter, compared to the consensus estimate of $5.97 billion. During the same period in the previous year, the firm posted $1.14 earnings per share. The business's revenue was up 15.7% on a year-over-year basis. BJ's Wholesale Club has set its FY 2026 guidance at 4.600-4.800 EPS. Analysts anticipate that BJ's Wholesale Club will post 4.69 earnings per share for the current year.

Insider Activity at BJ's Wholesale Club

In other BJ's Wholesale Club news, EVP Laura Felice sold 8,452 shares of the business's stock in a transaction dated Thursday, October 15th. The shares were sold at an average price of $104.95, for a total transaction of $887,037.40. Following the sale, the executive vice president directly owned 84,416 shares in the company, valued at approximately $8,859,459.20. The trade was a 9.10% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, SVP Joseph Mcgrail sold 1,500 shares of the business's stock in a transaction dated Tuesday, August 25th. The stock was sold at an average price of $96.65, for a total transaction of $144,975.00. Following the sale, the senior vice president owned 13,269 shares in the company, valued at $1,282,448.85. This trade represents a 10.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 218,436 shares of company stock worth $22,238,536 in the last 90 days. Corporate insiders own 1.10% of the company's stock.

Institutional Investors Weigh In On BJ's Wholesale Club

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in BJ's Wholesale Club during the 2nd quarter worth about $1,087,503,000. Wellington Management Group LLP grew its stake in BJ's Wholesale Club by 15.4% during the 2nd quarter. Wellington Management Group LLP now owns 3,282,291 shares of the company's stock valued at $286,281,000 after acquiring an additional 436,827 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in BJ's Wholesale Club during the 2nd quarter valued at about $179,649,000. Bank of America Corp DE acquired a new position in shares of BJ's Wholesale Club in the 2nd quarter valued at about $108,684,000. Finally, Amundi increased its holdings in shares of BJ's Wholesale Club by 31.7% in the 2nd quarter. Amundi now owns 1,122,060 shares of the company's stock valued at $97,866,000 after purchasing an additional 270,253 shares during the period. Institutional investors own 98.60% of the company's stock.

BJ's Wholesale Club Company Profile

BJ's Wholesale Club Holdings, Inc operates membership-based warehouse clubs in the United States. The company sells a wide selection of groceries, fresh foods, household essentials, electronics, furniture, appliances, apparel, health and beauty products, and other general merchandise. Its business model is built around offering products in bulk and at discounted prices to members.

BJ's also operates gas stations at many of its warehouse clubs and provides services such as optical centers, tire centers, home improvement services, and online grocery fulfillment in select locations.

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